| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 1,478 | $157,576.7 | $192,435.6 | $34,858.9 | 22.12% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 14,273 | $1.13M | $1.86M | $724,366.29 | 63.88% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 7,790 | $605,219.96 | $1.01M | $409,038.04 | 67.59% |
Ashish Sharma DGS Capital Management LLC | 14,018 | $1.61M | $1.83M | $211,958.89 | 13.14% |
Nancy Kay Cross Staff Investments Inc. | 7,397 | $595,359.22 | $963,089.4 | $367,730.18 | 61.77% |
Brad Van Aken Agate Pass Investment Management LLC | 6,800 | $610,368 | $885,360 | $274,992 | 45.05% |
Marc Dacanay Geometric Wealth Advisors | 2,311 | $245,970.77 | $302,556.12 | $56,585.35 | 23% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,153 | $261,611.57 | $280,320.6 | $18,709.03 | 7.15% |
Paul N. Clark Mi LLCapital Management LLC | 64,423 | $7.43M | $8.39M | $954,104.63 | 12.83% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 29,071 | $3.56M | $3.95M | $390,153.98 | 10.96% |
Parth Karia Capricorn Fund Managers Ltd. | 4,000 | $514,000 | $520,800 | $6,800 | 1.32% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,528 | $871,992.25 | $1.29M | $422,386.65 | 48.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 61,485 | $7.3M | $8.01M | $704,005.9 | 9.64% |
Patrick M. Markey Northcape Wealth Management LLC | 8,353 | $911,122.71 | $1.09M | $182,452.05 | 20.02% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,159 | $227,256.34 | $281,101.8 | $53,845.46 | 23.69% |
William Reid Culp III TAGStone Capital Inc. | 1,799 | $216,500.23 | $235,525.08 | $19,024.85 | 8.79% |
Michael Capobianco MWA Asset Management | 4,866 | $502,745.57 | $633,553.2 | $130,807.63 | 26.02% |
Scott Ungar BlackDiamond Wealth Management LLC | 3,785 | $399,206.34 | $495,532.2 | $96,325.86 | 24.13% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 2,407 | $202,019.51 | $313,391.4 | $111,371.89 | 55.13% |
Thomas Pappas Cottonwood Capital Advisors LLC | 5,954 | $456,430.48 | $775,210.8 | $318,780.32 | 69.84% |